Intelligence

Asset Location and Taxes: a Primer

With tax reform clearing Congress, we’re looking at the issue of taxes and asset location, i.e., the efficient placement of assets in financial vehicles that minimize taxes. We need to amplify the issue, define it, and discuss what are the best asset vehicles under the new tax law, and why they work so well. Basically, which investment vehicles do the best job in minimizing taxes and why? Requirements: Tax experts, investment experts, financial experts, asset allocation experts.